+717.5%
HPE vs VEEV
+910.5%
-193.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.5% | +6.6% | +5.5% |
| 7D | +13.6% | -7.1% | +20.7% | +15.5% |
| 30D | +7.7% | +11.1% | -3.4% | +4.7% |
| 3M | +22.4% | +55.5% | -33.2% | +9.1% |
| 6M | +172.6% | +33.4% | +139.2% | +151.0% |
| YTD | +147.5% | +16.8% | +130.7% | +134.6% |
| 1Y | +151.8% | -7.7% | +159.5% | +151.9% |
| 3Y | +267.1% | +18.4% | +248.7% | +238.1% |
| 5Y | +362.8% | -14.8% | +377.6% | +347.9% |
| 10Y | +540.2% | +546.5% | -6.3% | +157.0% |
| All | +717.5% | +910.5% | -193.0% | +143.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEEV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling